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The Resource Library

Help yourself. Really — it's all free.

Every guide, checklist, and article below was written by our team in plain English, for real people making real decisions. Read whatever's useful, share it with whoever needs it — and if a question comes up while you're reading, that's exactly what the free consultation is for.

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The Flagship Guide The Mountain View Retirement Guide The four risks that never retire — longevity, inflation, volatility, and emotion — with the charts, the math, and the plan for all four. Our complete retirement conversation, in one read.
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New · July 2026 2026 Mid-Year Outlook: Strong, Narrow, and Priced for Good News What the first half actually changed — rates, inflation, earnings, and the leaders — and what it means for your plan. Charts included, jargon not.
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The big guides & working checklists More guides & checklists →

Our most-requested resources — downloadable, printable, and genuinely useful on their own.

Guide · PDF15-min readAnnuity Buyer's GuideHow fixed indexed annuities really work — strengths and fine print given equal billing, plus the ten questions to ask before signing anything.Download the guide → Guide · PDF12-min readThe Social Security Claiming GuideRetirement's six-figure decision — and why your best strategy is unlike anyone else's.Download the guide → Checklist · PDF15 minutesThe Retirement Readiness ChecklistTwenty-five checkboxes across five pillars. One honest picture of where you stand.Score yourself → Checklist · PDF15 minutesThe Estate Planning ChecklistThe plan your family will one day depend on, checked box by box — bring it to a review and leave with your personalized guide.Check your boxes →
Calculators

Run your own numbers More calculators →

Interactive tools — no signup, instant answers.

Calculator · InstantYour Number — how much do you need to never work again?Enter your spending, savings, and what you add each year — see your number and the year you reach it, live, with the crossover chart.Calculate your number → Calculator · InstantTaxable vs. tax-advantaged — what is deferral worth?The same dollars and the same return, taxed every year versus taxed once at withdrawal. See the dollar advantage compound live.Compare the two →

Reading is free. So is talking it through.

Bring any resource — or anything you've been shown by anyone else — to a complimentary consultation at our Arlington office. You'll leave with answers, not a sales pitch.

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Quick Reads

Articles

Our six newest pieces — always free to read, right in your browser.

Markets · Investing6-min readThe Two Risks That Break Retirement PlansMarket declines are only half the story — when they happen can matter more than whether they happen.Read the article → Markets · Investing5-min readThe Unforgiving Math of Market LossesWhy a 50% loss needs a 100% gain — and why that asymmetry matters most the year you retire.Read the article → Retirement7-min readWhy Traditional Income Methods Are Under PressureBonds, CDs, dividends, and the 4% rule still work — just not the way the old playbook promised.Read the article → Retirement7-min readNot All Retirement Income Plans Are Created EqualThe method you choose determines how much you can spend — and how you'll feel spending it.Read the article → Taxes7-min readFive Retirement Tax Opportunities Most People MissTax preparation looks backward. Tax planning looks forward — and forward is where the money is.Read the article → Social Security5-min readThe $500-a-Month QuestionTrustees project trust-fund depletion in 2032 — here's how to plan for a range, not a headline.Read the article →

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Have a question none of these answer?

That's usually the most interesting kind. Call (571) 368-6178 — a real person answers — or grab a time that suits you.

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